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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
501
BlueChip Wealth Advisors
Georgia
$824K -$5.82K -200 -0.7%
SEM
502
Strategic Equity Management
Arizona
$816K -$29.6K -1,016 -4%
AWE
503
Avidian Wealth Enterprises
Texas
$816K -$43.7K -1,500 -5%
DAS
504
Diversify Advisory Services
Utah
$807K +$14.3K +490 +2%
SPIA
505
Steward Partners Investment Advisory
New York
$805K +$206K +7,089 +35%
RPGK
506
Retirement Planning Group (Kansas)
Kansas
$804K -$4.45K -153 -0.6%
RWA
507
Redhawk Wealth Advisors
Minnesota
$803K -$98.6K -3,387 -11%
AA
508
Alesco Advisors
New York
$792K -$2.13K -73 -0.3%
KWM
509
Kingsview Wealth Management
Oregon
$789K -$109K -3,752 -12%
RMF
510
Red Mountain Financial
Colorado
$787K -$7.31K -251 -0.9%
CIM
511
Contravisory Investment Management
Massachusetts
$785K +$656K +22,524 +571%
S
512
Sachetta
Massachusetts
$784K -$46.8K -1,608 -6%
AAG
513
Armstrong Advisory Group
Massachusetts
$784K – – –
TAM
514
Townsend Asset Management
North Carolina
$779K +$204 +7 +0%
YIA
515
YHB Investment Advisors
Connecticut
$779K -$5.27K -181 -0.7%
FLPIM
516
F.L. Putnam Investment Management
Massachusetts
$767K -$33.9K -1,165 -4%
PAM
517
Pegasus Asset Management
New York
$763K – – –
FCA
518
Fortis Capital Advisors
Kansas
$760K +$28.1K +964 +4%
SWP
519
SIMA Wealth Partners
Virginia
$758K -$3.99K -137 -0.5%
HNB
520
Huntington National Bank
Ohio
$752K – – –
BIM
521
Bridges Investment Management
Nebraska
$748K +$735K +25,252 New
PA
522
Planning Alternatives
Michigan
$745K -$5.44K -187 -0.7%
JF
523
Joule Financial
Kentucky
$744K +$6.14K +211 +0.8%
AWM
524
Arista Wealth Management
Nevada
$742K +$29.1K +998 +4%
SWP
525
Stratos Wealth Partners
Ohio
$738K +$202K +6,933 +39%
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